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Showing 1–16 of 35 results

  • The continuing upside of remote document review

    Winter 2024
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Remote document review may join the ranks of pandemic-induced changes to the legal industry that are here to stay. And that can be a good thing — for both law firms and clients. This article discusses some of the benefits of remote document review, along with a primer on efficiency and security issues.

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  • Update your will with a codicil

    May / June 2023
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: On the completion of a will, a person generally knows that there would come the day when he or she would need to make a change. Perhaps the person recently welcomed a new grandchild to the family or maybe went through a divorce. Whatever the case, after a major life change, the will may need a quick fix. This article explains how a person can update his or her will with a codicil.

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  • Who are disqualified persons? Understanding self-dealing rules

    February / March 2023
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: The IRS strictly prohibits self-dealing between private foundations and so-called “disqualified persons.” Potential penalties for the disqualified person and foundation staff are stiff. This article covers what nonprofits need to know to avoid liability. Source: Internal Revenue Code Section 4941

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  • Pros and cons of custodial accounts for minors

    September / October 2022
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Setting up an investment account for a minor child can be a tax-efficient way of saving for college or other expenses. And one of the simplest ways to invest on the child’s behalf is to open a custodial account under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA). This article discusses the pluses and minuses of custodial accounts for minors.

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  • Should you create a living trust?

    October / November 2021
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: A living trust is a legal entity into which the grantor, settlor or trustor (in trust parlance) can place assets to be managed during the grantor’s lifetime and after he or she passes away. This article looks at the benefits and drawbacks of living trusts and notes that appropriately preparing and maintaining one requires a strong knowledge of the rules, as well as a keen understanding of the specific grantor’s financial situation.

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  • FASB issues new rules for reporting gifts-in-kind

    Spring 2021
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: More information will be required from nonprofits that use GAAP and receive nonfinancial assistance ― also known as gifts-in-kind ― than in the past as the result of a new FASB rule. ASU No. 2020-07, Not-for-Profit Entities (Topic 958): Presentation and Disclosures by Not-for-Profit Entities for Contributed Nonfinancial Assets, is intended to expand the transparency around such gifts. This article highlights key components of the rule.

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  • Board of directors – Teach them well: Financial literacy is key

    October / November 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Not every board member arrives at a nonprofit organization with a financial background. This article offers some suggestions for relaying vital financial information that board members need to know to make sound decisions. It discusses the balance sheet and income statements and tells a story through ratios.

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  • When it comes to embezzlement, your response matters

    June / July 2020
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Regardless of the size of an embezzlement, the way a victimized organization responds can make or break its reputation, fundraising results and, in turn, ability to pursue its mission. This article highlights nonprofits’ vulnerability to this crime, best practices for publicly responding to it and reporting obligations.

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  • Recent legislation encourages low income developments

    July / August 2018
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Both the Tax Cuts and Jobs Act (TCJA) and Congress’s massive new spending package received widespread media coverage, but a couple of provisions that incentivize investments in low income housing have largely gone under the radar. One provision in the tax law offers significant tax breaks for investors looking to defer or abate capital gains taxes, while the spending bill boosts the Low Income Housing Tax Credit (LIHTC). This article describes the new qualified opportunity zones and expansion of the LIHTC.

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  • How to ward off cyber-extortion – OCR offers some tips

    Summer 2018
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Cyber-extortion schemes are on the rise, and hospitals aren’t immune. The U.S. Department of Health and Human Services’ Office for Civil Rights (OCR) has issued some guidance that might help hospitals avoid these types of attacks. This article explains the forms these attacks may take, including ransomware, Denial of Service and Distributed Denial of Service, and threats to expose sensitive data. It also outlines several steps hospitals can take, such as implementing a robust risk analysis / risk management program and limiting internal network access, which will assist them in protecting their data.

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  • When is automation of a manual process patentable?

    February / March 2017
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Cases involving the patent eligibility of computer-related methods have been flooding the Federal Circuit Court of Appeals. This article describes a case involving a method of animating lip synchronization sequences of 3-D animated characters. At issue was whether the invention simply automated an existing manual process or automated a new process. McRO, Inc. v. Bandai Namco Games America Inc., No. 2015-1080, Sept. 13, 2016 (Fed. Cir.)

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  • Gross-up provisions: Good news for both landlords and tenants

    January / February 2017
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: In an uncertain economy, commercial landlords understandably look for ways to protect themselves from financial exposure. One approach is the inclusion of gross-up provisions in leases. This article explains that a properly drafted gross-up provision can help ensure that tenants pay their share for operating expenses when some units are vacant, while also protecting tenants from unexpected cost increases.

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  • Training day: Reimbursing employees’ education expenses

    April 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Area colleges and trade schools often provide a great source of education in professional development. And companies that reimburse employees for their education expenses (and employees who receive such reimbursements) may be able to reap valuable tax savings. This article explains the two primary options for doing so and notes the value of training in employee hiring and retention.

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  • The ins and outs of a winning billing and collection process

    Spring 2016
    Newsletter: Rx for Practice Management / Practice Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Claim denials can be a huge source of frustration for doctors and their practice managers. They can also have a huge impact on cash flow and the financial performance of a practice. This article offers tips on how to have claims accepted on the first submission, such as not ignoring denials and making needed changes.

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  • Contingency planning – Don’t let a disaster disrupt your life

    March / April 2016
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Although contingency planning is usually associated with businesses, individuals need disaster plans, too. This article outlines the components of a good plan — including ensuring that insurance coverage is adequate, family members are able to contact each other, and cash, emergency supplies and copies of important documents are easy to access.

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  • Training day: Reimbursing employees’ education expenses

    Spring 2016
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 611

    Abstract: Area colleges and trade schools often provide a great source of education in professional development. And companies that reimburse employees for their education expenses (and employees who receive such reimbursements) may be able to reap valuable tax savings. This article explains the two primary options for doing so and notes the value of training in employee hiring and retention.

    Read More